Komori
Toba (7472) · InitiativeUpdated interim results by priority sector

Identifying promising products that contribute to the next generation

First written in FY2016. 12 of 38 entries say "Restated". Latest entry: FY2027-H1.

38entries
11years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3OtherFY2020-Q3 – FY2022-Q3OtherFY2023-Q1 – FY2024-Q2OtherFY2024 – FY2026-H12016: 120162017: 420172018: 220182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 62026
Same theme, other companies
Identifying and selecting promising products that address market needsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Updated interim results by priority sectorAnnual report

    「In the semiconductor-related field, investment in data center expansion accompanying the spread of generative AI remained robust, and demand for high-performance semiconductors (AI semiconductors) expanded. As a result, sales to customers related to semiconductor manufacturing equipment and to customers involved in equipment within data centers remained strong.」

    Within the focus areas, demand for AI semiconductors expanded against a backdrop of generative AI and data center investment, resulting in strong sales of semiconductor manufacturing equipment and equipment used within data centers.
  2. 2026-08-07AdvancedResults

    「AI関連需要の急速な拡大に伴うデータセンターへの設備投資が旺盛に推移し、半導体製造装置関連の得意先や半導体以外の周辺設備に関連する得意先への販売が好調に推移いたしました。」

    従来のAI半導体・データセンター関連需要の堅調さに加え、半導体以外の周辺設備にも販売好調の対象が広がった。
  3. FY2026Updated full-year results by focus areaAnnual report

    「Demand for high-performance semiconductors (AI semiconductors) remained solid, supported by the spread of generative AI and expanding data center investment. However, demand for general-purpose memory for various devices recovered slowly, while sales to the semiconductor sector failed to grow as a result of inventory adjustments throughout the supply chain, including in power semiconductors for automotive applications.」

    Within the focus areas, AI semiconductors and data center-related business remained solid, while sales of general-purpose memory and automotive power semiconductors were sluggish due to the impact of inventory adjustments.
  4. FY2026-H1Weakness in automotive-related business and strength in semiconductors, AI-related business and overseas roboticsAnnual report

    「Although inventory adjustments for memory semiconductors continued, data center expansion accompanying the spread of generative AI remained robust, and demand for high-performance semiconductors (AI semiconductors) continued to expand. As a result, sales to customers related to semiconductor manufacturing equipment remained solid.」

    In the focus areas, adjustments in memory semiconductors continued, while sales for semiconductor manufacturing equipment remained solid due to expanding demand related to generative AI, data centers and high-performance semiconductors.
  5. FY2025Recovery and strength in the focus areasAnnual report

    「Capital investment related to semiconductors is on a recovery trend, driven by the spread of generative AI, DX-related investment and increased data center investment. Sales to customers related to semiconductor manufacturing equipment, a major customer sector, followed a recovery trend from the second half of the fiscal year. In the automotive industry, orders from automotive and automotive component-related customers remained strong, supported by the wider adoption of HVs and ADAS (advanced driver-assistance systems).」

    Semiconductor manufacturing equipment-related business, which had previously been sluggish, began to recover in the second half of the fiscal year, while automotive and automotive component-related orders were strong, supported by the wider adoption of HVs and ADAS.
  6. FY2025-H1Weakness in semiconductor-related business and strong automotive-related ordersAnnual report

    「Robust medium- to long-term capital investment across the semiconductor market is expected, driven by data center expansion accompanying the growth of information and communications technology and advances in generative AI. However, the recovery in memory semiconductor demand has been delayed, and sales to customers related to some semiconductor manufacturing equipment failed to grow. Meanwhile, automobile production was on a recovery trend, and orders from automotive and automotive component-related customers remained strong, supported by the wider adoption of HVs in Japan and the increasing standard installation of ADAS (advanced driver-assistance systems).」

    While presenting a medium- to long-term outlook for capital investment in the semiconductor market, the Company noted that sales related to memory semiconductors were sluggish in the near term. Automotive-related orders were strong, supported by the wider adoption of HVs and standard installation of ADAS.
  7. FY2024RestatedAnnual report

    「② Identifying low-environmental-impact, high-value-added products that can differentiate the Company from its peers」

    The Company continues to prioritize the identification of low-environmental-impact, high-value-added products as a means of differentiation.
  8. FY2024-Q3AdvancedAnnual report

    「In recent years, the Company has been developing automation equipment solutions to address labor shortages and aims to expand its business scale by developing new products that can differentiate it in new business areas.」

    In line with its policy of expanding through automation equipment solutions, new business areas and differentiated new products, the Company acquired all shares of a company that handles scientific instruments, measuring equipment and other products.
  9. FY2024-Q2Weakness and resilience by focus area, and overseas declineAnnual report

    「Sales to customers related to semiconductor manufacturing equipment remained sluggish due to the prolonged decline in demand for memory semiconductors and other products. Meanwhile, capital investment by automotive-related customers was robust, supported by easing shortages of automotive semiconductors and rising demand for EV- and HV-related batteries, and sales of related FA equipment remained solid.」

    While semiconductor manufacturing equipment, one of the traditional focus areas, remained sluggish, FA equipment sales in the automotive sector remained solid, supported by easing shortages of automotive semiconductors and rising demand for EV- and HV-related batteries.
  10. FY2024-Q1Divergence in sales performance across priority sectorsAnnual report

    「Sales to customers manufacturing semiconductor and LCD manufacturing equipment remained sluggish due to the prolonged decline in demand for memory semiconductors and other products. Meanwhile, sales to automotive-related customers, including industrial robots and mounters (surface-mount machines), remained solid, supported by easing shortages of automotive semiconductors and continued capital investment related to electric vehicles.」

    Within the focus areas, semiconductor and LCD manufacturing equipment-related business remained sluggish due to declining demand for memory semiconductors and other products, while sales of industrial robots and mounters remained solid in the automotive and electric vehicle-related sectors.
  11. FY2023RestatedAnnual report

    「② Identifying low-environmental-impact, high-value-added products that can differentiate the Company from its peers」

    The Company continues to prioritize the identification of low-environmental-impact, high-value-added products as a means of differentiation.
  12. FY2023-Q3Strong and declining performance across priority sectors, with weakness in overseas marketsAnnual report

    「Demand for other semiconductors remained persistently high, and sales to customers related to semiconductor manufacturing equipment remained strong. Sales of industrial robots and automation systems also remained solid, supported by growing demand for automation equipment amid labor shortages and by strengthened sales capabilities. Sales to automotive-related customers trended downward, partly due to semiconductor shortages and higher raw material prices, although capital investment related to electric vehicles continued to expand.」

    In the focus areas, sales for semiconductor manufacturing equipment and industrial robots and automation systems were strong or solid, while automotive-related sales trended downward. Meanwhile, capital investment related to electric vehicles continued to expand.
  13. FY2023-Q2Recovery and strong performance across priority sectors, with weakness in overseas marketsAnnual report

    「Sales to customers manufacturing semiconductor manufacturing equipment remained strong due to the continued global semiconductor shortage. Sales of industrial robots and related FA equipment also remained steady, supported by investment in the high-speed communications standard 5G and growing demand for automation equipment due to labor shortages. Sales to automotive customers had been weak due to the semiconductor shortage and higher raw material prices, but are gradually showing signs of recovery.」

    Among the priority sectors, semiconductor manufacturing equipment performed strongly, while industrial robots and FA equipment, supported by 5G investment and labor shortages, remained steady. Automotive-related business was described as gradually recovering.
  14. FY2023-Q1Changes in the demand mix across priority sectorsAnnual report

    「Sales to customers manufacturing semiconductor and LCD manufacturing equipment remained strong. Investment in the high-speed communications standard 5G also continued, and sales to customers related to smartphones and other products remained steady. Although the recovery in sales to automotive customers was slowing due to the semiconductor shortage and other factors, capital investment related to electric vehicles was trending upward.」

    Among the priority sectors, semiconductors, semiconductor manufacturing equipment, and 5G- and smartphone-related business performed strongly or steadily. While the recovery in automotive sales slowed, capital investment related to electric vehicles was trending upward.
  15. FY2022ReframedAnnual report

    「Identifying environmentally friendly, high-value-added products that differentiate us from industry peers」

    The company has reframed the identification of promising and high-value-added products as an issue that also incorporates low environmental impact.
  16. FY2022-Q3Divergence in sales performance across priority sectorsAnnual report

    「Sales to customers manufacturing electronic components, semiconductors, and semiconductor and LCD manufacturing equipment remained strong as semiconductor demand increased. In addition, demand for automation equipment and systems designed to improve productivity amid labor shortages across all industries expanded, resulting in sales to customers in the electrical and machinery manufacturing sectors significantly exceeding the same period of the previous fiscal year. Meanwhile, sales to customers related to automobiles and automotive components continued to stagnate as the recovery in automobile production was delayed by the semiconductor shortage and difficulties in procuring components.」

    Among the priority sectors, semiconductors, electronic components, semiconductor manufacturing equipment, and the electrical and machinery manufacturing-related business performed strongly, while stagnation continued in the automobile and automotive component-related sectors.
  17. FY2022-Q2Changes in the demand mix across priority sectorsAnnual report

    「Sales to customers manufacturing semiconductors and semiconductor and LCD manufacturing equipment remained strong. In addition, DX initiatives by companies and investment in the next-generation communications standard 5G continued, increasing sales to customers related to electronic components such as smartphones. However, capital investment by customers related to automobiles and automotive components slowed due to the semiconductor shortage and shortages of components caused by the suspension of overseas production during the COVID-19 pandemic, leaving sales below the previous fiscal year.」

    Among the priority sectors, semiconductors, semiconductor manufacturing equipment, and DX-, 5G- and smartphone-related business performed strongly or increased, while automobile and automotive component-related business slowed due to semiconductor and component shortages.
  18. FY2022-Q1Changes in the demand mix across priority sectorsAnnual report

    「Sales to customers manufacturing semiconductors and semiconductor and LCD manufacturing equipment remained strong against the backdrop of a global semiconductor shortage. Investment in the next-generation communications standard 5G also continued, increasing sales to customers related to smartphones. However, capital investment by customers related to automobiles and automotive components slowed compared with the same period of the previous fiscal year due to the semiconductor shortage, and sales to the automobile and automotive components sectors remained below the previous fiscal year.」

    While semiconductors, semiconductor manufacturing equipment and 5G- and smartphone-related business performed strongly or increased, capital investment and sales in the automobile and automotive components sectors slowed due to the semiconductor shortage.
  19. FY2021RestatedAnnual report

    「Orders from customers related to semiconductors and semiconductor and LCD manufacturing equipment had recovered. In addition, although large equipment-related orders from some customers related to automobiles and automotive components continued」

    The company continues to identify semiconductors and semiconductor manufacturing equipment, as well as automobiles and automotive components, as priority sectors. Semiconductor-related orders recovered, while some large automotive-related orders continued.
  20. FY2021-Q3Recovery in priority sectors and stagnation in some areasAnnual report

    「Under these economic conditions, the semiconductor market expanded due to digitalization driven by the adoption of telework and investment in 5G, and orders from customers related to semiconductors and semiconductor and LCD manufacturing equipment were recovering. Although equipment-related sales to some customers related to automobiles and automotive components continued, overall sales remained slightly below the previous fiscal year due to the impact of COVID-19.」

    Among the priority sectors, semiconductor and semiconductor manufacturing equipment-related business recovered, and although equipment sales to some customers related to automobiles and automotive components continued, overall sales were slightly below the previous fiscal year.
  21. FY2021-Q2Recovery and steady performance in priority sectorsAnnual report

    「Domestic sales benefited from expanding investment in digitalization, including the adoption of telework, and orders from customers related to semiconductors and semiconductor and LCD manufacturing equipment were gradually recovering. Although customers related to automobiles and automotive components were affected by COVID-19 overall, sales of equipment to some customers continued and remained on a pace above the previous fiscal year.」

    Among the traditional priority sectors, semiconductor and semiconductor manufacturing equipment-related business recovered against the backdrop of investment in digitalization, while equipment sales to some customers in the automobile and automotive component-related sectors were on a pace above the previous fiscal year.
  22. FY2021-Q1Changes in the demand mix across priority sectorsAnnual report

    「The semiconductor market was beginning to regain momentum due to the recovery in data center investment and other factors, and sales to customers related to semiconductors and semiconductor and LCD manufacturing equipment began to recover. However, orders from customers related to automobiles and automotive components declined significantly due to the major impact of the COVID-19 pandemic. Overseas, demand for smartphones in China remained strong, and sales of industrial robots to customers involved in electronic components remained steady.」

    The company stated that semiconductor and semiconductor manufacturing equipment-related business among the priority sectors recovered, automobile and automotive component-related business declined significantly, and smartphone and industrial robot-related business in China remained steady.
  23. FY2020RestatedAnnual report

    「Going forward, our Group will continue pursuing growth by differentiating itself from other companies through high-value-added sales initiatives, using its superior proposal capabilities as an “FA Planner” to achieve sustained business growth.」

    The company continues to pursue a growth strategy based on proposing high-value-added products and differentiating itself as an FA Planner.
  24. FY2020-Q3RestatedAnnual report

    「Sales to customers related to automobiles and automotive components remained strong due to the introduction of next-generation automotive technologies (CASE). However, capital investment continued to decline, particularly among customers related to semiconductors, semiconductor and LCD manufacturing equipment, and electronic components, due to the slowdown in the semiconductor market and weak smartphone sales. As a result, the Group as a whole fell below the previous fiscal year.」

    While the company continues to regard automobiles, including next-generation automotive technologies, as a promising area, capital investment related to semiconductors, manufacturing equipment and electronic components continues to decline.
  25. FY2020-Q2WorsenedAnnual report

    「Although orders from customers related to automobiles and automotive components remained steady due to the introduction of next-generation automotive technologies, capital investment declined, particularly among customers related to semiconductors, semiconductor and LCD manufacturing equipment, smartphones and other electronic components, due to prolonged U.S.-China trade friction and slower growth in the semiconductor market. As a result, the Group as a whole fell below the previous fiscal year.」

    Among the priority sectors, demand for automobiles and automotive components remained steady, while capital investment declined among customers related to semiconductors, semiconductor manufacturing equipment, LCD manufacturing equipment and smartphones.
  26. FY2020-Q1Mixed performance in demand across priority sectorsAnnual report

    「Orders from customers related to automobiles and automotive components remained strong due to the introduction of next-generation automotive technologies and the adoption of EVs and hybrid vehicles. However, sales to customers related to semiconductor and LCD manufacturing equipment and smartphones declined significantly due to the impact of U.S.-China trade friction and slower growth in the semiconductor market.」

    While orders in the automotive sector, a traditional priority area, remained strong, sales related to semiconductor and LCD manufacturing equipment and smartphones declined.
  27. FY2019ReframedAnnual report

    「Identifying high-value-added products that differentiate us from competitors to prevail in fierce competition among industry peers」

    The previous theme of identifying promising products has been reframed as identifying high-value-added products to differentiate the company from industry peers.
  28. FY2019-Q3RestatedAnnual report

    「For capital investment by customers in our main sales sectors of electronic components, semiconductor manufacturing equipment, precision equipment, automobiles and automotive components」

    The company continues to identify electronic components, semiconductor manufacturing equipment, precision equipment, automobiles and automotive components as priority sales target areas.
  29. FY2019-Q2RestatedAnnual report

    「Focusing on customers in industries related to electronic components and precision equipment, where demand for capital investment to enhance smartphone functionality continues; industries related to automobiles and automotive components, where development for vehicle electrification and safety features is advancing; and industries related to semiconductors and semiconductor manufacturing equipment, where demand driven by the progress of IoT (the Internet of Things) continues」

    The company continues to prioritize electronic components and precision equipment related to enhanced smartphone functionality, automobiles and automotive components related to vehicle electrification and safety features, and semiconductors and semiconductor manufacturing equipment related to the progress of IoT.
  30. FY2019-Q1RestatedAnnual report

    「Against this economic backdrop, the Group actively expanded sales of control equipment, FA equipment and industrial equipment for capital investment by customers in its key markets: electronic components, semiconductor manufacturing equipment, precision equipment, and automobiles and automotive parts.」

    The company has identified electronic components, semiconductor manufacturing equipment, precision equipment, automobiles and automotive components as its main customer sectors and priority areas.
  31. FY2018-Q2RestatedAnnual report

    「Focusing on customers related to semiconductors and semiconductor manufacturing equipment, where demand for promoting the adoption of IoT is strong, and customers related to automobiles and automotive components, where technological development to promote the adoption of ASV is advancing」

    The company continues to identify semiconductors and semiconductor manufacturing equipment, where demand for IoT adoption is strong, as well as automobiles and automotive components, as priority sales target areas.
  32. FY2018-Q1RestatedAnnual report

    「Focusing on customers related to semiconductors and semiconductor manufacturing equipment, where demand driven by the adoption of IoT (the Internet of Things) is strong, and customers related to automobiles and automotive components, where development of energy-saving and ASV (advanced safety vehicle) technologies is continuing」

    The company continues to identify semiconductors and semiconductor manufacturing equipment, as well as automobiles and automotive components, as priority sales target areas.
  33. FY2017RestatedAnnual report

    「Focusing on customers related to semiconductor manufacturing equipment, where capital investment for labor saving and automation driven by demand for IoT (the Internet of Things) in Japan has begun to recover for the first time in some time」

    The company continues to identify semiconductor manufacturing equipment as a sales target area where capital investment has begun to recover.
  34. FY2017-Q3RestatedAnnual report

    「We actively promoted sales of FA equipment, control equipment and industrial equipment across all areas, focusing on customers related to semiconductor manufacturing equipment, where signs of recovery had emerged, and organic EL products, whose commercialization had begun.」

    The company continues to identify semiconductor manufacturing equipment and organic EL products, whose commercialization has begun, as promising areas targeted for sales.
  35. FY2016First statedAnnual report

    「Identifying promising products to respond to changing market needs」

    The company has presented the identification of promising products as a measure to respond to changing market needs.
Moved together

"Strengthening the overseas strategy and global expansion" moved the same way as this thread, in the same document, in 3 of its 38 moves.

333332★123456
  1. ★This thread
  2. 1Strengthening the overseas strategy and global expansion3×
  3. 2Proposals for factory automation and control equipment for labor-saving and automated production facilities3×
  4. 3Risk of lower customer-industry capital investment due to economic fluctuations3×
  5. 4Protectionist Trade Policies, Trade Frictions, and Geopolitical Risks3×
  6. 5Developing sales channels in new growth areas3×
  7. 6Strengthening and expanding sales capabilities2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Toba's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-08-07: "Advanced".
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